What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
Investment Trends & Insights For A Changing Economic Landscape
June 22, 2021
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Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.
The Inflation Debate Continues
June 14, 2021
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Union Investment Balances Surpass $700 Billion
May 31, 2021
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COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Economic Optimism Runs High
May 17, 2021
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From The First Quarter Of 2021
May 17, 2021
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The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
1Q21 Trendwatch
May 12, 2021
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
In Search Of Savings? Try Tapping Employee Talent.
May 3, 2021
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An internal group tasked with reducing expenses and maximizing efficiency at TruWest Credit Union finds bright ideas in employee suggestions.
Loan Purchases And Participations In 2020
April 27, 2021
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Loan purchases and participations reached record levels at U.S. credit unions. Some credit unions sold loans to generate revenue or reduce risk; others purchased loans to boost ratios or yields. Learn more about what happened throughout the industry.
Best Practices For Business Intelligence Projects
April 23, 2021
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The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to avoid mistakes and make the most of business intelligence projects and reporting processes.
Industry Trends: Earnings (4Q20)
April 19, 2021
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Credit union earnings rebounded toward the end of the year as industry players find a way to adapt their business models to a changing economic landscape.
Investment Trends & Insights For A Changing Economic Landscape
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a ...
Credit Union Investment Balances Surpass $700 Billion
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Economic Optimism Runs High
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From The First Quarter Of 2021
The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
1Q21 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
In Search Of Savings? Try Tapping Employee Talent.
An internal group tasked with reducing expenses and maximizing efficiency at TruWest Credit Union finds bright ideas in employee suggestions.
Loan Purchases And Participations In 2020
Loan purchases and participations reached record levels at U.S. credit unions. Some credit unions sold loans to generate revenue or reduce risk; others purchased loans ...
Best Practices For Business Intelligence Projects
The April Credit Union Power BI User Group — featuring Kelly Gage, senior business intelligence analyst at Red Canoe Credit Union — tackled how to ...
Industry Trends: Earnings (4Q20)
Credit union earnings rebounded toward the end of the year as industry players find a way to adapt their business models to a changing economic ...
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
The Inflation Debate Continues